Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Affolder is a financial advisor based in Oklahoma City, Oklahoma. Brian is a registered representative with The Baker Group, LP. Brian has been working in the securities industry since November 3, 2002, and has been with The Baker Group, LP since November 26, 2003. Brian has a strong background in investment advising, having passed both Series 6 and Series 7 exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment strategies for financial institutions and other institutional investors
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Negotiable fees based on % of investable assets per client
1
2
OK
11/26/2003 - Present
THE Baker Group, LP (OKLAHOMA CITY OK)
NA
10/24/1991 - 11/13/1992
MONY SECURITIES CORP.
BC
Issued 12/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Affolder is the right advisor for you? Invested Better is here to help.
